GPUs exist because CPUs just aren't fast enough. Whether or not people are going to start making GPU-only computers is debatable (although there has clearly been a lot of CPU+GPU single chips).
A GPU-only computer would be absolutely horrendous to use. It'd be incredibly slow and unresponsive as GPUs just absolutely suck at running single-threaded code or branchy code.
The overall point is that work is being increasingly done _not_ on the CPU. If your business is CPUs-only then you're going to have rough times as the world moves away from a CPU-centric world. You don't need to predict AI; you just need to see that alternatives are being looked at by competitors and you'll lose an edge if you don't also look at them.
It's not going to matter much if you have a crappy CPU if most of the work is done on the GPU. Its like how iPhones don't advertise themselves as surround sound; phones aren't about calling people anymore so no reason to advertise legacy features.
